The Stack Index / FP&A & reporting

FP&A & reporting

Planning, forecasting, board reporting and Excel copilots. 93 vendors.

Hide acquired and shut down (10)

Workday Adaptive Planning
Planning & forecasting
Cloud platform for budgeting, forecasting and scenario modeling, formerly Adaptive Insights.
Best for Mid-market to enterpriseFounded 2003Pleasanton, USPublic (Workday)
IBM Planning Analytics
Planning & forecasting
AI-driven planning platform built on the TM1 engine for budgeting, forecasting and analysis.
Best for EnterpriseArmonk, USPublic (IBM)
Microsoft Copilot in Excel
Spreadsheet AI & Excel copilots
AI assistant built into Excel for analysis, formulas and modeling within Microsoft 365.
Best for SMB to enterpriseRedmond, USPublic (Microsoft)
Nasdaq Boardvantage
Board & investor reporting
AI-enabled board portal for meetings, materials and approvals.
Best for EnterpriseNew York, USPublic (Nasdaq)
SAP Analytics Cloud
Planning & forecasting
SAP platform bringing finance, supply chain and operations planning together with analytics.
Best for EnterpriseWalldorf, GermanyPublic (SAP)
Oracle Fusion Cloud EPM
Planning & forecasting
Oracle's EPM suite connecting planning, close, consolidation, reporting and tax with embedded AI agents.
Best for EnterpriseAustin, USPublic (Oracle)
Pigment
Planning & forecasting
Business planning platform with AI agents for finance, workforce, sales and supply chain planning.
Best for Mid-market to enterpriseFounded 2019Paris, FranceSeries E, $250M, Oct 2026
Datarails
Planning & forecasting
Excel-native FP&A platform automating consolidation, budgeting, reporting and AI analysis for finance teams.
Best for SMB to mid-marketFounded 2015Tel Aviv, IsraelSeries C, $70M, Jan 2026
Abacum
Planning & forecasting
AI-powered FP&A platform for budgeting, forecasting, scenario planning and reporting.
Best for Mid-marketFounded 2020New York, USSeries B, $60M, Jun 2025
Cube
Planning & forecasting
Spreadsheet-native FP&A platform connecting Excel and Google Sheets to source systems for planning and reporting.
Best for SMB to mid-marketFounded 2018New York, USSeries B, $30M, Jun 2022
Aleph
Planning & forecasting
AI-native FP&A platform unifying ERP, CRM and HRIS data for planning, reporting and analysis.
Best for Mid-marketFounded 2021San Francisco, USSeries B, $29M, Sep 2025
Runway
Planning & forecasting
Collaborative financial planning and modeling platform with AI-assisted forecasting and scenarios.
Best for Startups to mid-marketFounded 2020San Francisco, USSeries A, $27.5M, Jul 2023
Vareto
Planning & forecasting
Strategic finance platform for planning, forecasting, reporting and headcount management.
Best for Mid-marketFounded 2020Menlo Park, USSeed and Series A, $24M, Oct 2021
Coefficient
Spreadsheet AI & Excel copilots
No-code connectors that pipe live business data into Google Sheets and Excel with AI help.
Best for SMB to mid-marketFounded 2020San Francisco, USSeries A, $18M, Nov 2022
Jirav
Planning & forecasting
FP&A software for budgeting, forecasting, driver-based planning and reporting, popular with accounting firms.
Best for SMBFounded 2014Series B, $20M, Jul 2023
Standard Metrics
Board & investor reporting
AI portfolio monitoring and reporting connecting VC/PE firms with portfolio company financials.
Best for StartupsSan Francisco, USSeries B, $20M, Aug 2026
Equals
Spreadsheet AI & Excel copilots
AI-powered spreadsheet with a managed data warehouse for finance, RevOps and strategy teams.
Best for Startups to mid-marketFounded 2021Series A, $16M, Nov 2022
Fintastic
Planning & forecasting
AI-driven FP&A platform for planning, forecasting and budget tracking.
Best for Mid-marketFounded 2021Tel Aviv, IsraelSeed, $12M, Oct 2022
Firmbase
Planning & forecasting
FP&A platform for planning, forecasting and analysis built for finance teams.
Best for Mid-marketFounded 2021Tel Aviv, IsraelSeed, $12M, May 2023
TeamOhana
Headcount & workforce planning
Headcount planning software consolidating workforce data and hiring workflows to plan, approve and track roles.
Best for Mid-marketFounded 2021San Francisco, US$11.5M total raised, Apr 2025
Drivetrain
Planning & forecasting
AI-powered strategic finance platform for budgeting, forecasting, reporting and scenario planning.
Best for Mid-marketSan Mateo, USSeries A, $15M, Sep 2024
Subscript
SaaS & revenue metrics
B2B SaaS billing, revenue recognition and revenue analytics.
Best for Startups to mid-marketSan Francisco, USSeries A, $15M, Feb 2025
Rollstack
Reporting & BI for finance
AI platform generating branded, data-linked slide decks and reports for finance and ops teams.
Best for Mid-marketFounded 2022New York, USSeries A, $11M, Oct 2024
LiveFlow
Reporting & BI for finance
Live QuickBooks reporting and consolidation inside Google Sheets and Excel.
Best for SMBFounded 2021Series A, $13.5M, Sep 2024
Una
Planning & forecasting
AI-native FP&A platform for budgeting, forecasting and reporting.
Best for Mid-marketToronto, CanadaSeed, $13M total, Feb 2026
Endex
Spreadsheet AI & Excel copilots
AI office agents that build models, memos and decks in Excel and PowerPoint for finance professionals.
Best for Enterprise$14M (OpenAI Startup Fund-led), Aug 2025
Farseer
Planning & forecasting
Enterprise FP&A and business planning platform for budgeting, forecasting and scenario modeling.
Best for Mid-market to enterpriseZagreb, CroatiaSeries A, $7.2M, Feb 2026
Sourcetable
Spreadsheet AI & Excel copilots
AI spreadsheet for analyzing data, building models and charts without code.
Best for SMBFounded 2019San Francisco, US$4.3M, Mar 2025
Iris Finance
Planning & forecasting
AI-native CFO and FP&A platform built for consumer packaged goods brands.
Best for SMB to mid-marketSeed, $6.2M, Sep 2025
Quadratic
Spreadsheet AI & Excel copilots
AI spreadsheet that analyzes connected data with code and natural language.
Best for SMB to enterpriseSeed, $5.6M, Apr 2024
Pluvo
Planning & forecasting
AI decision intelligence platform for finance teams covering planning, forecasting and analysis.
Best for Mid-marketSeed, $5M, Feb 2026
Tracelight
Spreadsheet AI & Excel copilots
AI platform for financial modeling in Excel for consulting and finance teams.
Best for EnterpriseLondon, UKSeed, $3.6M, Aug 2025
Clockwork
Planning & forecasting
AI FP&A software building financial models and cash flow forecasts from QuickBooks or Xero.
Best for SMBFounded 2018Boston, USSeed, $2M, Apr 2022
Anaplan
Planning & forecasting
Connected enterprise planning platform for finance, workforce, sales and supply chain.
Best for EnterpriseFounded 2006San Francisco, USTaken private by Thoma Bravo (2022)
Collar
Board & investor reporting
AI-native investor relations tools for public company earnings call preparation.
Best for EnterpriseFounded 2026San Francisco, USY Combinator (F2026)
insightsoftware
Planning & forecasting
Finance software suite including Lineos planning, close and consolidation, Spreadsheet Server reporting and Certent equity.
Best for Mid-market to enterpriseFounded 1988Raleigh, USPrivate equity-backed
Planful
Planning & forecasting
Cloud financial performance management platform for planning, close, consolidation and reporting.
Best for Mid-market to enterpriseFounded 2001Redwood City, USPrivate equity-backed (Vector Capital)
Prophix
Planning & forecasting
Financial performance platform for budgeting, planning, consolidation and reporting.
Best for Mid-marketFounded 1987Mississauga, CanadaPrivate equity-backed (Hg)
Fuelfinance
Planning & forecasting
AI-agent FP&A software with human-supported finance service for startups and small businesses.
Best for Startups to SMBFounded 2019Seed, $1M, Jan 2023
Accountfy
Planning & forecasting
Financial management platform with FP&A, close, treasury and reporting modules for LatAm finance teams.
Best for Mid-marketSão Paulo, BrazilVC-backed (Redpoint eventures)
Crunched
Spreadsheet AI & Excel copilots
AI analyst inside Excel that checks models for errors and builds analyses.
Founded 2025Oslo, NorwayY Combinator (F2025)
Unit4 FP&A
Planning & forecasting
Cloud financial planning and analysis tool from ERP vendor Unit4.
Best for Mid-marketUtrecht, NetherlandsPrivate equity-backed (TA Associates)
Board
Planning & forecasting
Agentic planning platform for integrated financial and operational planning.
Best for EnterpriseFounded 1994Lugano, Switzerland
ChartHop
Headcount & workforce planning
People analytics, headcount planning and HCM connecting people and business data.
Best for SMB to enterpriseFounded 2015New York, US
ChartMogul
SaaS & revenue metrics
Subscription analytics platform for recurring revenue metrics.
Best for Startups to mid-marketFounded 2014Berlin, Germany
Forecastr
Planning & forecasting
Financial modeling software plus part-time CFO support for founders.
Best for StartupsFounded 2013Louisville, US
Jedox
Planning & forecasting
AI-driven FP&A and performance management software with no-code modeling, planning and reporting.
Best for Mid-market to enterpriseFounded 2002Freiburg, Germany
Numerous.ai
Spreadsheet AI & Excel copilots
Adds ChatGPT functions inside Google Sheets and Excel.
Best for SMBFounded 2023San Francisco, US
Precanto
Headcount & workforce planning
AI forecasting and planning software for headcount and spend, built for CFOs and budget owners.
Best for Mid-marketFounded 2021Los Gatos, US
Q4
Board & investor reporting
Investor relations software for public companies: IR websites, earnings events and investor CRM.
Best for EnterpriseFounded 2006Toronto, Canada
Sturppy
Planning & forecasting
Financial modeling software for early-stage startups and growing companies.
Best for StartupsFounded 2021Denver, US
Vena
Planning & forecasting
Microsoft-native financial and operational planning, budgeting, forecasting and close platform with AI agents.
Best for Mid-market to enterpriseFounded 2011Toronto, Canada
Visier
Headcount & workforce planning
Workforce AI and people analytics platform including workforce planning.
Best for EnterpriseFounded 2010Vancouver, Canada
Zeck
Board & investor reporting
Board meeting and investor update software with interactive decks, voting and automated minutes.
Best for Startups to mid-marketFounded 2022Huntington Woods, US
Baremetrics
SaaS & revenue metrics
Subscription analytics for SaaS and subscription businesses.
Best for Startups to SMBFounded 2013
Board Intelligence
Board & investor reporting
Board reporting and effectiveness software plus advisory services.
Best for EnterpriseLondon, UK
BoardPro
Board & investor reporting
Board management software for agendas, minutes and board packs.
Best for SMBNew Zealand
Brixx
Planning & forecasting
Financial forecasting software for startups, SMBs and franchises.
Best for SMBUK
Calxa
Planning & forecasting
Budgeting, cash flow forecasting and management reporting connected to Xero, QuickBooks and MYOB.
Best for SMBBrisbane, Australia
Chipax
Reporting & BI for finance
Financial management connected to Chile's SII and banks for reconciliation, collections, payments and cash-flow reports.
Best for SMBSantiago, Chile
Granatum
Planning & forecasting
Online financial management software for cash flow, budgeting and financial reports.
Best for SMBSão Paulo, Brazil
LivePlan
Planning & forecasting
Business planning and financial forecasting software for small business owners.
Best for SMBEugene, US
OnBoard
Board & investor reporting
AI-powered board management portal for boards and leadership teams.
Best for SMB to enterpriseIndianapolis, US
Orgvue
Headcount & workforce planning
Organizational design and workforce planning software for large enterprises.
Best for EnterpriseLondon, UK
ScaleXP
SaaS & revenue metrics
Connects accounting and CRM to automate SaaS metrics, revenue recognition and invoicing.
Best for SMBLondon, UK
Spotlight Reporting
Reporting & BI for finance
Reporting, forecasting and consolidation software for accounting firms and their clients.
Best for SMBNew Zealand
Valsight
Planning & forecasting
Driver-based scenario simulation and financial planning software.
Best for EnterpriseBerlin, Germany
Zebra BI
Reporting & BI for finance
Financial reporting visuals for Power BI, Excel and PowerPoint.
Best for Mid-market to enterpriseSlovenia
Budgyt
Planning & forecasting
Database-based budgeting, forecasting and reporting software replacing Excel, popular with nonprofits.
Best for SMB to mid-market
Centage
Planning & forecasting
Planning Maestro budgeting, forecasting and reporting software for mid-sized businesses.
Best for SMB to mid-market
Finario
Planning & forecasting
Capital planning and investment management software for capex requests, approvals and tracking.
Best for Enterprise
Govenda
Board & investor reporting
Board portal for private, pre-IPO and public company governance teams.
Best for Mid-market
Grid
SaaS & revenue metrics
Financial data platform for revenue reporting, SaaS metrics, billing and planning; formerly SaaSGrid.
Best for Startups to mid-market
Kepion
Planning & forecasting
Microsoft-connected FP&A software for budgeting, forecasting and reporting.
Best for Mid-market
Macabacus
Spreadsheet AI & Excel copilots
Excel, Word and PowerPoint productivity add-ins for finance and banking professionals.
Best for Mid-market to enterprise
Phocas
Reporting & BI for finance
FP&A and BI software for planning, reporting and budgeting for distributors and manufacturers.
Best for Mid-market
ProjectionHub
Planning & forecasting
Financial projection software and templates plus custom modeling services for small businesses.
Best for SMB
Qvinci
Reporting & BI for finance
Financial reporting and BI for franchises and multi-entity organizations.
Best for SMB to mid-market
Reach Reporting
Reporting & BI for finance
Automated financial reporting, dashboards and forecasting for QuickBooks and Xero users and advisory firms.
Best for SMB
Shortcut
Spreadsheet AI & Excel copilots
AI Excel agent that automates spreadsheets and builds financial models.
Best for Mid-market to enterprise
Solver
Planning & forecasting
Excel-native FP&A software for budgeting, forecasting, reporting and consolidation.
Best for Mid-market
Velixo
Reporting & BI for finance
Live ERP-connected Excel reporting, budgeting and automation for Sage Intacct, Acumatica and similar ERPs.
Best for Mid-market
Visible
Board & investor reporting
Investor updates and fundraising tools for founders plus portfolio monitoring for investors.
Best for Startups
AgentnoonAcquired
Headcount & workforce planning
People analytics and workforce planning software that predicts attrition and speeds hiring decisions.
Best for Mid-marketFounded 2021Toronto, CanadaAcquired by Dayforce (2025)
CausalAcquired
Planning & forecasting
Financial modeling and planning tool, acquired by LucaNet to extend its planning suite.
Best for Startups to mid-marketFounded 2019London, UKAcquired by LucaNet (2024)
MosaicAcquired
Planning & forecasting
Strategic finance platform for planning, reporting and metrics; acquired by HiBob.
Best for Startups to mid-marketFounded 2019San Francisco, USAcquired by HiBob (2025)
PryAcquired
Planning & forecasting
Startup financial planning and modeling tool acquired by Brex; domain now redirects to Brex.
Best for StartupsFounded 2020San Francisco, USAcquired by Brex (2022)
FathomAcquired
Reporting & BI for finance
Financial reporting, forecasting and consolidation software for businesses, accountants and franchises.
Best for SMBBrisbane, AustraliaAcquired by The Access Group
FinmarkAcquired
Planning & forecasting
Financial planning and modeling software for startups, acquired by BILL.
Best for StartupsFounded 2020Acquired by BILL (2022)
ProfitWell MetricsAcquired
SaaS & revenue metrics
Free subscription analytics tool for SaaS businesses, owned by Paddle.
Best for Startups to SMBBoston, USAcquired by Paddle (2022)
RowsAcquired
Spreadsheet AI & Excel copilots
AI data analyst spreadsheet pulling data from PDFs and business tools; joined Superhuman.
Best for SMBLisbon, PortugalAcquired by Superhuman
Syft AnalyticsAcquired
Reporting & BI for finance
Interactive, collaborative financial reporting and analytics for businesses and accountants.
Best for SMBCape Town, South AfricaAcquired by Xero (2022)
ActerysAcquired
Planning & forecasting
AI-powered planning and governed write-back inside Power BI, Excel and Microsoft Fabric; now part of Vena.
Best for Mid-marketAcquired by Vena Solutions

Ordered by funding signal, then how complete the profile is. Never paid for.